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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

872 hedge funds and large institutions have $42.5B invested in iShares Core US Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
-17
Holders Change %
-1.91%
% of All Funds
20.01%
Holding in Top 10
182
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.14%
% of All Funds
4.18%
New
80
Increased
359
Reduced
348
Closed
83
Calls
$1.24M
Puts
$2.4M
Net Calls
-$1.16M
Net Calls Change
-$775K

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$782M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$495M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$483M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$319M
5
IG
ING Group
Netherlands
+$273M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$369M
2
SCM
SCS Capital Management
Massachusetts
-$228M
3
Bank of America
Bank of America
North Carolina
-$131M
4
TC
Toews Corporation
New Jersey
-$130M
5
CFG
CNO Financial Group
Indiana
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
476
Mutual Advisors
Nebraska
$1.35M -$1.69M -15,748 -56%
GRP
477
Global Retirement Partners
California
$1.34M -$20.8K -194 -2%
WSFS
478
Wilmington Savings Fund Society
Delaware
$1.33M -$270K -2,517 -17%
AL
479
Aspiriant LLC
California
$1.33M +$1.33M +12,420 New
TL
480
TrueWealth LLC
Georgia
$1.33M -$2.79K -26 -0.2%
JA
481
JOYN Advisors
Georgia
$1.31M +$861K +8,033 +193%
TNBTD
482
Trustmark National Bank Trust Department
Mississippi
$1.3M -$35.2K -328 -3%
EWM
483
Evercore Wealth Management
New York
$1.3M – – –
BWP
484
BSW Wealth Partners
Colorado
$1.3M +$160K +1,494 +14%
TCM
485
Traynor Capital Management
Pennsylvania
$1.3M -$475K -4,432 -27%
AII
486
AGF Investments Inc
Ontario, Canada
$1.29M -$141K -1,319 -10%
AIP
487
Ameritas Investment Partners
Nebraska
$1.29M -$213K -1,991 -14%
HS
488
Huntington Steele
Pennsylvania
$1.28M -$6.65K -62 -0.5%
MHS
489
M Holdings Securities
Oregon
$1.25M +$23.8K +222 +2%
PO
490
Private Ocean
California
$1.25M +$244K +2,276 +24%
BFC
491
Blue Fin Capital
Rhode Island
$1.25M +$75.6K +705 +6%
PCA
492
Providence Capital Advisors
North Carolina
$1.24M +$40.6K +379 +3%
CW
493
CreativeOne Wealth
Kansas
$1.22M +$1.22M +11,335 New
QA
494
Quantitative Advantage
Minnesota
$1.21M -$4.86M -45,334 -80%
FT
495
Fiduciary Trust
Massachusetts
$1.2M -$966K -9,009 -45%
BFEC
496
Benjamin F. Edwards & Company
Missouri
$1.19M +$148K +1,382 +14%
SMC
497
Smith, Moore & Co
Missouri
$1.19M +$58.7K +547 +5%
MWM
498
Mission Wealth Management
California
$1.17M +$574K +5,356 +97%
CFN
499
Cordasco Financial Network
Florida
$1.16M -$10.7K -100 -0.9%
Fiera Capital (Canada)
500
Fiera Capital (Canada)
Quebec, Canada
$1.14M +$1.14M +10,579 New
18 19
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